OnContact is a client management software that offers both a cloud-based and an on-premise option. Contact information, with the help of OnContact, can be distributed easily to entire divisions or individual employees in charge of accounts. OnContact, like the best contact manager software, offers a solid mobile app for smart phones and tablets that allows you to readily access your contact information. OnContact has tools unique from other contact management software that help you have more transparency and accuracy throughout your project pipeline. For these reasons, OnContact is the Top Ten Reviews Bronze Award winner. OnContact offers unique tools and features, good program design and solid support.
OnContact includes real-time file sharing, which is common on the better contact management software. With real-time file sharing, you can authorize individual departments, teams or divisions of the company to have access to particular contact information. This simultaneous access creates transparency within your company and helps to eliminate multiple contacts from different employees to the same contact, which can be frustrating to your clients. This also helps you to use the client management software to ensure projects don't fall off your radar.
The contact management software helps you to create targeted email marketing campaigns. You can send and track these emails from within OnContact. In addition, OnContact has dialing out capability, so you can make calls from within the program and track the notes from the phone call.
One particular drawback for OnContact is the lack of available storage space included with the customer management software. OnContact allows 2GB of data for the first user and an additional 2GB for the next five. This may be enough storage for your small business needs. However, 2GB fills up quickly. OnContact does allow you to purchase additional space, but other contact management software companies include unlimited data storage as part their software packages.
Filing and organization tools are fairly standard with all client management software. Sales and marketing features, and particularly useful sales and marketing tools, are usually included on better contact management software. OnContact includes many sales and marketing tools to help your business, including collaborate sales strategies, creation of email marketing campaigns and product tracking. OnContact's reports can help you forecast the future of your company, create sales quotes and generate strong leads. With everyone in your company having access to this client management software, you can pass along information freely and help to take advantage of potential sales and partnership opportunities.
Employee performance is an additional benefit of OnContact. Because of OnContact's unique real-time access and workflow automation features, you can use this customer management software to track your employees' performance. You can see what your employees are doing when they interact and follow up with clients and how they are scheduling to meet with potential sales leads. With the group calendar, you can monitor the progress of each of your team members.
OnContact is easy to operate, and the navigation throughout the program is seamless. The upper-screen tabs and sidebar folders make information accessible. The split-screen interface provides you with more options for viewing important information about contacts, making recalling this information quicker and easier. You can customize the panels displaying information to show as much or as little information as you choose. The dropdown menus are also organized effectively and are helpful for finding specific tools.
If you need help setting up or running this client manager software, you have several support options available. OnContact has both email and telephone support available. You can also connect with customer support personnel using the live chat feature on the company website. There are several online video tutorials that show you step-by-step instructions on using OnContact. There is also a decent section of frequently asked questions, though most are basic function and feature questions.
OnContact provides a simple and functional design to users. The navigation relies on dropdown menus, which provide plenty of options in each feature category. The customization of OnContact is really one of the best qualities of the program, helping to make this contact management software into a pristine tool for your company's needs. OnContact is a good contact management software option.